Gary Poole signed Lutra, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lutra, LLC's EIN is 37-1694783.
Download the official 2024 Form 5500 (PDF) for Lutra, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lutra, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $3.0M | 17.5% | |
| Fidelity Large Cap Index | Mutual Funds | — | — | $2.0M | 11.7% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $1.4M | 8.3% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $1.4M | 8.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 6.9% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $1.2M | 6.7% | |
| American Funds EuroPacific Growth | Mutual Funds | — | — | $1.1M | 6.5% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $1.1M | 6.3% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $1.0M | 5.9% | |
| Goldman Sachs International Small Cap | Other securities | — | — | $677K | 3.9% | |
| American Funds US Government Money Market | Mutual Funds | — | — | $556K | 3.2% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $510K | 3.0% | |
| Fidelity Large Cap Value Index Find | Mutual Funds | — | — | $377K | 2.2% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $321K | 1.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $304K | 1.8% | |
| American Funds Bond Fund of America | Mutual Funds | — | — | $257K | 1.5% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $192K | 1.1% | |
| JP Morgan Short Duration Bond | Other securities | — | — | $155K | 0.9% | |
| JP Morgan Hedged Equity | Mutual Funds | — | — | $93K | 0.5% | |
| Notes Receivable from Participants (Loans) Interest rates at 4.25% to 9.5% - | Bonds / Notes | — | — | $93K | 0.5% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $77K | 0.4% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $55K | 0.3% | |
| Berstein Alternative MultiStrategy | Other securities | — | — | $36K | 0.2% | |
| PIMCO International Bond | Mutual Funds | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
